CRM Reports

You can examine your results graphically and numerically on the deal report page. CRM reports for deals helps you identify and improve the issues that go wrong in your sales pipeline. Various filters exist in order to allow you to examine your data more comprehensively.

In Minimum CRM report for deals, there are filters on the upper left corner. They help you examine your sales deals according to their status. You can track them in detail in the context of all deals, open deals, deals won and lost deals.

CRM report for sales.

You can also filter your data by time using the date filters in the upper right corner. You can choose the date type in the appearing menu, then select the date range you want, or you can set the date range by clicking the start and end days.

Finally, you can find user filter by the date filters. You can review all of your team or the user you choose through this filter.

The results are shown in a breakdown by number and amount for comprehensive CRM analytics.

Detailed CRM reports regarding sales.
Detailed CRM reports regarding activities.

You can examine your results graphically and numerically on the activity report page. Minimum CRM reports for activities help you gain insights to plan your activities in the field more accurately. There are various filters that allow you to examine your data more comprehensively.

First of all, there are filters on the upper left corner where you can examine your activities by type. You can follow your activities in detail by call, task, appointment and e-mail.

You can also filter your data by time using the date filters in the upper right corner. You can choose the date type in the appearing menu, then pick the date range you want, or you can set the date range by clicking the start and end days.

Finally, you can find user filters by the date filters. You can review all of your team or the people you choose through this filter.

By using these filters jointly, you can make very specific analyzes about your data and examine the relationships between your activities and results.

It is crucial to apply multi-layer filters to analyze your data efficiently. You can make queries depending on the very comprehensive scenarios by using multiple filters together for the modules you desire. By defining AND / OR conditions, you can filter your data in different criteria groups and reach more specific inferences.

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